Filed November 7, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,629 |
MONARCH PLAN ADVISORS1+ years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 15 · EIN 46-3919960 | Recordkeeping | $13,639 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,665 | $79,171-60.0% | $102,423-69.1% | $74,495-57.5% |
| Participation rate | 98.7% | 74.8%+23.9pp | 76.5%+22.2pp | 67.2%+31.5pp |
| Annual return | 9.43% | 54.93%-45.5pp | 29.32%-19.9pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $633 | $2,362-73.2% | $3,023-79.1% | $2,623-75.9% |
| Participant deferral / active EE | $4,302 | $4,415-2.6% | $5,053-14.9% | $4,346-1.0% |
| Admin fee / account holder | $230 | $2,001-88.5% | $9,451-97.6% | $1,942-88.2% |